Microsoft Dynamics 365 F&O
EDI Integration

Microsoft Dynamics 365 F&O EDI Integration made easy—connect your ERP, automate data exchange, and stay compliant.

Trusted By Our 1000+ Customers Worldwide

Connect Dynamics 365 F&O to Any System or Webshop

HubBroker supports EDI integration across leading ERP systems, enabling
seamless data exchange with trading partners and marketplaces.

Automate Dynamics 365 F&O EDI for Orders, Invoices & Compliance

Industry Recognitions & Trusted Listings

HubBroker Dynamics 365 F&O EDI Integration Process

Flow diagram → ERP → HubBroker → Trading Partner

Consultation & Assessment

✔ Understand Business Requirements:
We conduct detailed discussions to understand your business workflows, goals, and EDI requirements, ensuring the integration strategy aligns perfectly with your operational and compliance needs.

✔ Review Current Systems:
We evaluate your existing Dynamics 365 F&O setup, supporting applications, and integration environment to identify gaps, challenges, and the best approach for implementation.

✔ Identify Key EDI Transactions:
We determine the critical document types needed for your business such as purchase orders, invoices, shipping notices, order confirmations, and other partner-specific transactions.

✔ Define Integration Scope:
We finalize the project scope, required data exchange processes, trading partner expectations, and integration boundaries to ensure clarity and smooth execution.

✔ Provide Implementation Roadmap:
We deliver a structured roadmap with timelines, milestones, and a step-by-step integration plan to ensure predictable delivery and successful project outcomes.

Custom Solution Design

✔ Design Tailored Integration Approach:
We design a customized EDI integration solution that fits your unique business processes, partner communication requirements, and Dynamics 365 F&O operational structure.

✔ Select Required EDI Standards:
We define the appropriate EDI standards such as EDIFACT, ANSI X12, or Peppol based on your industry, trading partner requirements, and compliance regulations.

✔ Plan Data Flow Architecture:
We design how data will flow securely between Dynamics 365 F&O, HubBroker’s platform, and external trading partners, ensuring reliability and scalability.

✔ Ensure Compliance & Security:
We ensure the integration meets industry compliance rules while maintaining secure communication through encryption, authentication, and controlled access.

✔ Prepare Detailed Solution Blueprint:
We document the full integration architecture, mapping requirements, workflows, and technical specifications to ensure complete transparency before development begins.

ERP Configuration

✔ Configure Dynamics 365 F&O Settings:
We configure required ERP modules, parameters, and integration settings to support automated EDI processing and ensure Dynamics is fully ready for transaction exchange.

✔ Set Up Business Processes:
We align sales, purchasing, invoicing, and logistics workflows within Dynamics 365 F&O to ensure EDI transactions match your real business operations accurately.

✔ Define Master Data Requirements:
We validate and structure master data such as customers, vendors, products, units, and addresses to ensure error-free EDI communication with trading partners.

✔ Establish Connectivity Setup:
We configure secure APIs, endpoints, and connection protocols to enable smooth and uninterrupted data communication between ERP and EDI systems.

✔ Prepare ERP for EDI Automation:
We ensure Dynamics 365 is optimized for automated inbound and outbound EDI processing, reducing manual work and improving transaction accuracy.

EDI Mapping Setup

✔ Map ERP Data to EDI Standards:
We map Dynamics 365 data fields into compliant EDI document structures, ensuring each transaction meets partner standards and carries accurate business information.

✔ Configure Trading Partner Rules:
We implement partner-specific rules, communication protocols, validation requirements, and formatting needs to support seamless document exchange.

✔ Set Up Message Transformation:
We enable transformation between XML, JSON, and EDI formats so data can be exchanged smoothly across different systems and partner platforms.

✔ Automate Document Exchange:
We configure automated sending and receiving of key transactions such as orders, invoices, shipment notices, inventory updates, and confirmations.

✔ Validate Mapping Accuracy:
We verify field-level mapping correctness through testing and validation to prevent errors, rejections, and transaction processing delays.

Testing & Validation

✔ Perform End-to-End Testing:
We test complete transaction cycles from Dynamics 365 F&O through HubBroker to trading partners, ensuring real-world scenarios such as orders, invoices, and shipping notices are processed correctly.

✔ Validate Data Accuracy:
We verify that all exchanged values, formats, and business rules match ERP and partner expectations, ensuring transactions are accurate, consistent, and reliable.

✔ Run Partner Compliance Checks:
We ensure all EDI documents meet trading partner standards, mandatory validations, and regulatory requirements before moving into production deployment.

✔ Identify and Fix Errors:
We troubleshoot mapping issues, configuration gaps, and processing errors, resolving rejections quickly to ensure stable and smooth integration performance.

✔ Finalize Go-Live Readiness:
We confirm the solution is fully production-ready, approved by partners, and capable of supporting business-critical EDI operations without disruption.

Go-Live & Monitoring

✔ Execute Production Deployment:
We deploy the EDI integration into the live production environment with secure configurations, ensuring a smooth transition from testing into real-time operational usage.

✔ Monitor Live Transactions:
We continuously monitor document exchange, acknowledgments, and transaction flow to ensure accurate processing and uninterrupted partner communication.

✔ Ensure Secure Communication:
We validate encryption, authentication, and secure connectivity protocols to protect sensitive business information during live EDI operations.

✔ Resolve Initial Go-Live Issues:
We provide immediate support during the early go-live phase, quickly resolving errors, partner rejections, or workflow disruptions to minimize downtime.

✔ Confirm Successful Integration Launch:
We verify that all EDI processes are stable, compliant, and functioning correctly across Dynamics 365 F&O and connected trading partners.

Continuous Improvement

✔ Optimize Performance Over Time:
We enhance automation, processing speed, and scalability to support increasing transaction volumes and evolving business integration needs.

✔ Enhance EDI Workflows:
We improve transaction visibility, document handling, error management, and reporting capabilities to ensure more efficient daily operations.

✔ Add New Trading Partners Easily:
We support quick onboarding of additional trading partners by extending mappings, rules, and configurations without disrupting existing integrations.

✔ Implement Process Improvements:
We refine workflows based on business feedback, analytics, and operational changes to continuously improve efficiency and business value.

✔ Stay Updated with Compliance Changes:
We ensure your integration remains compliant with new regulations, updated partner standards, and evolving global EDI requirements.

Post-Go-Live Support & Training

✔ Provide Dedicated Support Services:
We offer ongoing technical support, troubleshooting, and monitoring assistance to ensure stable EDI operations and reliable transaction processing after implementation.

✔ Train Your Internal Teams:
We provide training sessions so your teams can confidently manage EDI workflows, monitor transactions, and handle daily operations effectively within Dynamics 365 F&O.

✔ Offer Documentation & Guides:
We deliver detailed user manuals, process documentation, and step-by-step guides so your organization can easily understand and maintain EDI workflows long-term.

✔ Handle Updates & Maintenance:
We manage regular updates, preventive maintenance, and system monitoring to keep your integration secure, stable, and optimized as business requirements evolve.

✔ Ensure Long-Term Integration Success:
We remain a trusted partner supporting scalability, continuous improvements, new partner onboarding, and future enhancements to maximize integration value.

Key Benefits of Dynamics 365 F&O EDI Integration

Secure, Scalable EDI Integration for Dynamics 365 F&O

Supported EDI Documents and Data Formats

Industries We Serve with Expertise and Innovation

Retail and eCommerce

Manufacturing

Logistics and Transportation

Wholesale and
Distribution

Automotive

Healthcare and Pharmaceuticals

Food and Beverage

Public Sector and
Government

Industry-Ready Secure EDI & ERP Connectivity

Why HubBroker for Your Dynamics 365 F&O
EDI Integration

Our Client Testimonials

Orkla House Care Europe, a division of Orkla ASA, is a leading manufacturer.

Scanditek Solutions ApS, headquartered in Denmark, is a leading provider of digital EDI and integration services.

Seepex Nordic A/S is a Danish company and a regional branch of SEEPEX, a globally recognized leader in pump technology.

Tromborg ApS is a premium Danish skincare and makeup brand known for its luxurious, natural formulations and minimalist aesthetics.

Spring Copenhagen is a Danish design company founded in 2015. The brand is known for combining traditional Nordic values with a touch of playful, modern design.

EC Distribution is a trusted name in logistics and supply chain management, delivering efficient, end-to-end solutions for warehousing, transportation, and distribution. Their clients include retailers, wholesalers, and direct-to-consumer brands.